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JMGIX JPMorgan Managed Income Institutional

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Fund JMGIX JPMorgan Managed Income Institutional
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Annual Fees
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 0.88%
3 YR 0.54%
5 YR 0.58%
10 YR --
The investment seeks current income while seeking to maintain a low volatility of principal. The fund mainly invests in investment grade, U.S. dollar denominated short-term fixed and floating rate debt securities. It will concentrate its investments in the banking industry. Therefore, under normal conditions, the fund will invest more than 25% of its assets in securities issued by companies in the banking industry. The fund may, however, invest less than 25% of its assets in this industry as a temporary defensive measure.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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